Book-keeping Software - The Book-keepers Forum (UK)

softie · softie

Hello, just wondering if anyone on here uses Xero and whether you've used GoProposal or Practice Ignition for client onboarding and engagement letters? I currently use a manual excel sheet for pricing and word for letters of engagement but the bigger my practice gets the less time I seem to have to do...

bk · bk

Hi I have used Sage in the past, but don't currently have it installed on my system. I have been asked by a client to use Sage Drive - their cloud option. We have been round the houses trying to sort the login out. Can anyone please advise what i need to do. Do I need Sage 50 installed on my system, if so, which...

Trojan1970 · Trojan1970

Good Morning All - Happy Monday to you! Can someone help me with an excel formula please? My head is hurting and I am going round in circles! I need to apply some different percentages to different parts of a number. The number may change, but the percentages and bands to which they apply won't change....

Cheshire · Cheshire

According to other sources:- Current priceing £229 for Bureau - no matter have many employers you have. From 2019/20 it will be - £249 up to 10 employers -£399 up to 25 employers - £499 over 25 employers For those not already with Moneysoft, now is a great time to consider move it to with the start of the n...

Leger · Leger

Is there a quick way of "adding" VAT to sales already entered? Partly my fault but the client has entered all the sales gross but the drop down box was on no vat. I just wondered if there was a quick way of entering the VAT and making the sales income nett. At the moment I am adjusting each sale individuall...

mushroom · mushroom

Hi all, its been years since I've been on here. Anyway with the MTD deadline looming I need to get my finger out and sort new desktop software. I'm using two different cloud packages for some clients but I'm sourcing a desktop software for my smaller clients who don't need cloud. Having used QuickBoo...

MichaelWGroves · MichaelWGroves

I'm struggling with the correct way to record interest paid to a director. I know I need to record this on form CT61, but this question relates only to sage. Currently interest is calculated monthly dr NC 7902 Director Loan Interest and cr NC 2109 Accruals Keeping things simple, Loan interest pa is £...

ZoesBookkeeping · ZoesBookkeeping

Hi, I am a bookkeeper and registered as a non VAT agent and file my clients VAT returns online. With MTD looming will I have to re-register myself along with my clients for MTD if they have a turnover over £85,000? If they have a turnover under £85,000 then I presume I wouldn't need to. Thank you.

Kaybeeb · Kaybeeb

Hi everyone Has anyone heard and used this new software company's products? They claim that they produce the simplest to use and the most intuitive accounting software that is tailor-made for individual trades and professions, any comments? Having visited their website this morning I was parti...

Cheshire · Cheshire

Ok, probably the shots aren't conducive with filing accounts but I need some help please. i mention software being used but it is probably more an FRS / divi issue, so please read through all of the query to see if you can help. Just done a VT upgrade on the back of a subs renewal for Final Accounts. Divi key...

ZoesBookkeeping · ZoesBookkeeping

Hi, I have always used QuickBooks and Sage desktop accounting software. With the HMRC MTD starting soon, will I have to start using a cloud accounting software? I have tried a couple trials but they seem much slower because of having to create individual sales invoices, then save and approve them...

Samilou67 · Samilou67

Hi everyone and apologies for not getting on here as much as I would like.Does anyone know what this error means and how to correct it?Error number: 317Error location: ComputationsError type: businessI am trying to submit but on the last page it does not give me the option to change it from company to A...

Pedro · Pedro

When can i roll sage forward after the year end. The final accounts have now been signed off and sent to accountants. Any help regarding this is much appreciated.

Blonde Accountant · Blonde Accountant

Hello, I was wondering if anyone could help. A client builds narrow boats and for for the past year have been using projects within sage-each boat is a seperate project, but the reports aren't necessarily the greatest, so we are going to start using departments as well. Each department will be a seper...

Bucks Bodger · Bucks Bodger

A colleague has raised an issue re using bank feeds which are supplied by Yodlee (as almost all of them are), in that as you are allowing Yodlee access to your Internet banking login details (i.e. username and password), you are opening ourself up to the fact that if your account was abused and you ended...

Tony_Walker · Tony_Walker

A small animal charity I keep accounts for on Sage Instant Accounts has changed its year end from June to October. I need to finalise the books as at 31 October, after only four months in the accounting year and commence a new financial year from 1 November. Can anyone tell me how to do this in Sage Instan...

Amanda · Amanda

Hi Everyone, Its been along time since I asked a question on here but I am in need of a little help please. I am not very techy so excuse my lack of knowledge! I have QBO for a new client and they keep a spread sheet of all of their sales which is great. Due to the long list per quarter and the nature of their sa...

Leger · Leger

A discussion more than a question. I've just taken on a Ltd Co who are using Xero and although initially I thought it was just going to be year end accounts, it turns out it's the bookkeeping as well For some reason the previous accountant stuck them on xero, and although they'll be doing the invoicing s...

Blonde Accountant · Blonde Accountant

Hi, I was just wondering, has anyone used Prelude accounts before? It's cloud based, I've just had a look and it seems ok. I was offered it free to use, apparently it's going to be MTD compliant, but I was just wondering if anyone else has had any experience with this software? Many thanks Nicola

cjwbooks · cjwbooks

Sorry in advance of this is a continuous boring question! At the moment I use an older multi company version of sage which in honesty I'm pretty happy with. However I'm thinking about a new laptop and I might have been given a copy of my sage which means to move forward I will need a new version of sage. All...

Topic		Started By	Replies	Views	Last Post
	GoProposal or Practice Ignition (Preview) Hello, just wondering if anyone on here uses Xero and whether you've used GoProposal or Practice Ignition for client onboarding and engagement letters? I currently use a manual excel sheet for pricing and word for letters of engagement but the bigger my practice gets the less time I seem to have to do...	softie	14	1146	Tue May 14 11:44 2019 by Leger
	Sage help please (Preview) Hi I have used Sage in the past, but don't currently have it installed on my system. I have been asked by a client to use Sage Drive - their cloud option. We have been round the houses trying to sort the login out. Can anyone please advise what i need to do. Do I need Sage 50 installed on my system, if so, which...	bk	12	1661	Wed Mar 27 17:41 2019 by Artois
	Excel Formula Help Please (Preview) Good Morning All - Happy Monday to you! Can someone help me with an excel formula please? My head is hurting and I am going round in circles! I need to apply some different percentages to different parts of a number. The number may change, but the percentages and bands to which they apply won't change....	Trojan1970	7	1330	Tue Mar 5 15:23 2019 by Cheshire
	Have Brightpay just shot themselves in the foot (Preview) According to other sources:- Current priceing £229 for Bureau - no matter have many employers you have. From 2019/20 it will be - £249 up to 10 employers -£399 up to 25 employers - £499 over 25 employers For those not already with Moneysoft, now is a great time to consider move it to with the start of the n...	Cheshire	13	2007	Wed Feb 13 23:46 2019 by bk
	VT Question on sales that need VAT entered (Preview) Is there a quick way of "adding" VAT to sales already entered? Partly my fault but the client has entered all the sales gross but the drop down box was on no vat. I just wondered if there was a quick way of entering the VAT and making the sales income nett. At the moment I am adjusting each sale individuall...	Leger	9	1037	Wed Feb 6 17:21 2019 by Cheshire
	VT Software recommendations (Preview) Hi all, its been years since I've been on here. Anyway with the MTD deadline looming I need to get my finger out and sort new desktop software. I'm using two different cloud packages for some clients but I'm sourcing a desktop software for my smaller clients who don't need cloud. Having used QuickBoo...	mushroom	3	1346	Thu Jan 24 22:31 2019 by Leger
	Recording Interest Paid to Director in Sage (Preview) I'm struggling with the correct way to record interest paid to a director. I know I need to record this on form CT61, but this question relates only to sage. Currently interest is calculated monthly dr NC 7902 Director Loan Interest and cr NC 2109 Accruals Keeping things simple, Loan interest pa is £...	MichaelWGroves	28	1688	Wed Jan 23 00:57 2019 by Shamus
	MTD client registration MTD registration (Preview) Hi, I am a bookkeeper and registered as a non VAT agent and file my clients VAT returns online. With MTD looming will I have to re-register myself along with my clients for MTD if they have a turnover over £85,000? If they have a turnover under £85,000 then I presume I wouldn't need to. Thank you.	ZoesBookkeeping	4	1349	Wed Jan 16 19:21 2019 by Cheshire
	Vertisys Software (Preview) Hi everyone Has anyone heard and used this new software company's products? They claim that they produce the simplest to use and the most intuitive accounting software that is tailor-made for individual trades and professions, any comments? Having visited their website this morning I was parti...	Kaybeeb	6	1144	Sun Jan 6 12:06 2019 by Cheshire
	Help (Preview) Ok, probably the shots aren't conducive with filing accounts but I need some help please. i mention software being used but it is probably more an FRS / divi issue, so please read through all of the query to see if you can help. Just done a VT upgrade on the back of a subs renewal for Final Accounts. Divi key...	Cheshire	4	1166	Wed Jan 2 15:25 2019 by Leger
	MTD and QuickBooks Pro 2015 Desktop (Preview) Hi, I have always used QuickBooks and Sage desktop accounting software. With the HMRC MTD starting soon, will I have to start using a cloud accounting software? I have tried a couple trials but they seem much slower because of having to create individual sales invoices, then save and approve them...	ZoesBookkeeping	3	1465	Fri Dec 14 19:10 2018 by ZoesBookkeeping
	Andica software error (Preview) Hi everyone and apologies for not getting on here as much as I would like.Does anyone know what this error means and how to correct it?Error number: 317Error location: ComputationsError type: businessI am trying to submit but on the last page it does not give me the option to change it from company to A...	Samilou67	2	1144	Sun Dec 9 14:28 2018 by Samilou67
	roll sage 50 forward (Preview) When can i roll sage forward after the year end. The final accounts have now been signed off and sent to accountants. Any help regarding this is much appreciated.	Pedro	2	1211	Tue Nov 20 14:31 2018 by Pedro
	Sage-Projects or departments (Preview) Hello, I was wondering if anyone could help. A client builds narrow boats and for for the past year have been using projects within sage-each boat is a seperate project, but the reports aren't necessarily the greatest, so we are going to start using departments as well. Each department will be a seper...	Blonde Accountant	10	1528	Thu Nov 15 18:02 2018 by Rockingsurfer
	Bank Feeds (Preview) A colleague has raised an issue re using bank feeds which are supplied by Yodlee (as almost all of them are), in that as you are allowing Yodlee access to your Internet banking login details (i.e. username and password), you are opening ourself up to the fact that if your account was abused and you ended...	Bucks Bodger	4	1275	Thu Nov 15 12:06 2018 by Bucks Bodger
	Changing Year End Date in Sage Instant Accounts (Preview) A small animal charity I keep accounts for on Sage Instant Accounts has changed its year end from June to October. I need to finalise the books as at 31 October, after only four months in the accounting year and commence a new financial year from 1 November. Can anyone tell me how to do this in Sage Instan...	Tony_Walker	4	1198	Sat Nov 10 16:18 2018 by Tony_Walker
	Inputting a CSV or Excel spread sheet into QBO - Help needed please (Preview) Hi Everyone, Its been along time since I asked a question on here but I am in need of a little help please. I am not very techy so excuse my lack of knowledge! I have QBO for a new client and they keep a spread sheet of all of their sales which is great. Due to the long list per quarter and the nature of their sa...	Amanda	7	1142	Mon Nov 5 09:58 2018 by Amanda
	Cloud accounting (Preview) A discussion more than a question. I've just taken on a Ltd Co who are using Xero and although initially I thought it was just going to be year end accounts, it turns out it's the bookkeeping as well For some reason the previous accountant stuck them on xero, and although they'll be doing the invoicing s...	Leger	11	1624	Tue Oct 30 19:47 2018 by Cheshire
	Prelude Accounts (Preview) Hi, I was just wondering, has anyone used Prelude accounts before? It's cloud based, I've just had a look and it seems ok. I was offered it free to use, apparently it's going to be MTD compliant, but I was just wondering if anyone else has had any experience with this software? Many thanks Nicola	Blonde Accountant	13	1614	Thu Oct 25 12:34 2018 by Leger
	Which software?? (Preview) Sorry in advance of this is a continuous boring question! At the moment I use an older multi company version of sage which in honesty I'm pretty happy with. However I'm thinking about a new laptop and I might have been given a copy of my sage which means to move forward I will need a new version of sage. All...	cjwbooks	8	1296	Wed Oct 24 13:23 2018 by Cheshire
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